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Your spot on our list is confirmed. Complete the next steps below, and a T&D Financial Services professional will reach out to you directly.

New Clients: Begin entering your essential tax details into our Tax Vault section to expedite the process. This ensures we have the necessary information in our tax system.

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New & Returning Clients: To facilitate the process please start sending your documents to our email. Please make sure documents are clear.

Required Documents:

- ID

- Social Security Card

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T&D Financial Services Team

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